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CRM RFP template: what it is and how it can help your business

Shortly put, request for proposal (or RFP) is a formal way of getting information on a product or service from a vendor. It allows people to specify the problem they struggle to solve and invites vendors to suggest solutions. CRM RFP template is a comprehensive list of all the things that you need your CRM to do.

When creating CRM RFP template, there are some things to be considered. First and foremost, the questions you ask should be very specific. Also, it’s highly recommended that you share internal information about your business processes and needs with the vendors to whom you are writing.

The perfect time for creating CRM RFP template is when you have a clear understanding of your business needs and when you're ready to buy a new CRM. In most cases, CRM RFP drafts are used to help business owners compare vendors based on their project scope and priorities.

What makes CRM RFP templates so popular is that they are very comprehensive. They offer side-by-side, fact-based comparison of vendor’s capabilities. This helps to narrow down the list of candidates and speed up the vendor selection.

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The ultimate guide on how to write a CRM RFP template

Let’s face the truth: writing a request for proposal can be tough, even for professionals.

The handy tips below will help you cope with the aforementioned task in the shortest time possible.

1

Doing prep work and clarifying the process

Before you start writing a CRM RFP template, ask your team whether there is a need for you to start with a request for information (RFI) instead. Define what tools you are using right now. Think on what functionality they lack and determine what you want to get from a new CRM in the end.

2

Choosing scoring criteria

Gather your team and define your evaluation categories. Determine how important is each category. Make the list of the most important and less important evaluation criteria.

3

Establishing “deal breakers”

Another great suggestion is to decide what would immediately disqualify a vendor if they couldn’t do or provide the functionality you are looking for. Ask your team to create a list of must-have features for CRM to provide.

4

Asking open and closed questions

This one is all about asking specific, detailed questions, while keeping an open mind. By doing so, you give providers room to surprise and impress you, while also being measurable. It works as follows: the specifics helps vendors better understand your needs, while the open mind gives them the opportunity to offer a feature you might not have expected.

5

Specifying details

It’s vital that you ask potential CRM vendors for specifics like trial and warranty restrictions. Ask who their competitors are, what make them stand apart from the competition. Specify how long CRM implementation takes.

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Bpm’online: your favorite CRM vendor

Bpm'online is a global software company leading in the space of business process automation and CRM. It’s a perfect fit for medium-sized and large enterprises. The software is aimed at accelerating sales, marketing, service, and operations.

Bpm’online provides out-the-box solutions, integrations, and processes that accelerate implementation of CRM software and integration with other applications. What's more, with bpm’online in place you can easily orchestrate processes across teams and applications on a single platform. This helps to accelerate organizational alignment on and better connect with digital native customers. In addition, bpm’online users can take advantage of the excellent combination of AI with leading UX. This combination is tailored to accelerate user adoption.

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Bpm’online marketing is a multichannel marketing platform designed to orchestrate customer journeys and accelerate lead-to-revenue.

The tool provides best practice processes for effective lead management – from demand generation to lead nurturing, to final hand-off to sales.

The software provides high-end marketing tools. Email marketing features enable users to send personalized bulk emails in just a few clicks. By applying intuitive campaign designer you can easily create efficient multichannel campaigns. And website behavior tracking feature helps users to track visitor behavior on their website, which helps personalize marketing communications.

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Bpm’online sales is an effective automation software aimed at accelerating the complete sales cycle — from lead to repeat sales. The tool is tailored to manage the entire sales cycle using out-of-the-box processes. The solution includes top-notch practices for lead management, opportunity management, order management, and invoice management. Bpm’online sales guides users through the most effective actions to make the most of their sales pipeline, minimizing mistakes and boosting results. Bpm’online sales enables users to easily track and capture leads through multiple sources. With bpm’online sales, you can enrich lead data with insightful intelligence to get it fully prepared for a sales follow up.

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Bpm’online service is an intelligent service management platform to accelerate service delivery and customer delight.

This tool is good at accelerating service delivery and customer satisfaction. It provides out-of-the-box processes for full-cycle service management. Bpm’online service allows users to manage all client requests in a single view no matter what channel they came from: phone, email, chat, social network or customer portal. With bpm’online service, you get a complete information on all your agents’ activities. Users are enabled to manage case queues, make multiuser communications, and monitor their agent's performance in a single window.